Teams | Collaboration | Customer Service | Project Management

April 2024

View your Teamwork.com data directly in HubSpot with the Get Project Data Workflow

We're rolling out the orange carpet to introduce an all-new HubSpot workflow! You may already know and love the dynamic duo of HubSpot and Teamwork.com from our popular integration, with multiple automations and workflows that help you cut down on manual work.

3 Keys to Building an Agency That Lasts w/ Matt Heinz

Just because you're a good baker, doesn't mean you can run a successful bakery. It's the same for agency life. You may be great at content marketing, branding, website development or building custom software, but none of that means you'll be great at all the things required to run an agency that delivers those services. It also doesn't mean you'll enjoy all the necessary elements of running an agency either.

5 Steps to Fix Your Agency Sales Pipeline w/ Dev Basu

Do you have less in your agency's pipeline now than you did at this point last year? If so, you're probably not alone. But, what's even better? There's something you can do about it--something that doesn't require anything spammy or even overly salesy. You can leverage what Dev Basu calls The Dead Lead Reviver.

Get Agency Employees to ACTUALLY Track Their Time w/ Deb Andrews

How can you get your team to track their time, let alone do it accurately? That's a question that we've heard so many times from agency leaders, and it's one that many struggle to answer effectively. Deb Andrews, Owner of Marketri, a successful marketing agency with nearly 20 years in business, says it all comes down to 4 P's that help you explain the WHY of time-tracking to your team.

How This Agency Achieves 41% Profit Margins w/ Courtney Tarrant

41% profit margins. Sounds good. Right? That's exactly what one marketing agency has been able to drive with a results-oriented workplace & corresponding compensation model. Courtney Tarrant, Owner & COO of The Ad Girls shares in today's episode that when they went away from this model for a short period, profit margins shrank closer to typical industry norms.

When Firing Agency Employees ISN'T The Right Move w/ Kyle Duford

What happens when you’re faced with an upset client…and it’s actually your team’s fault? Kyle Duford, President and Executive Creative Director at The Brand Leader, and author of Twice Found, joins the podcast to talk about leading with grace and learning through failure. He also discusses balance in all things — how to balance challenges, healthy vs. unhealthy failure, and transparency in the face of furious clients.

How To Drive Client Results 70% Faster w/ Kate Vasylenko

Clients who are “happy” may still leave you. But clients who are seeing results–and seeing them fast? Now, that increases the value you deliver and decreases the chances that new clients will churn. So, how did this digital marketing agency drive client results 70% faster, increase customer satisfaction scores and start getting glowing feedback from more clients? It was all about strategy.

The SURPRISING Way to Combat Client Churn w/ Jonathan Ewing

What if we told you there was a way to improve your client relationships and reduce churn before retention is even a concern? Jonathan Ewing, Director of APCO Worldwide, joins the podcast to talk about how agencies can foster positive relationships with clients and reduce churn even before the onboarding process is finished. He discusses the importance of predicting and acting on client needs, and how adjusting your services and strategies accordingly improves retention and keeps clients happy and satisfied from Day 1.

3 Keys to Capacity Management (& How to Talk About Them) w/ Amber Kemmis

How can you balance your agency’s workload in a way that benefits both the productivity and health of your team? Amber Kemmis, COO of Instrumental Group and Remote Culture Advisor at CULTURISH, joins the podcast to talk about the key components of capacity management for agencies of all sizes: revenue management, time estimates, and individual capacity assessments. Drawing on her experience within multiple agencies of different sizes, she shares a unique approach to leveraging all three of these data points when analyzing your team’s capacity within the agency.

Predicting business expenses: How to forecast accounts payable

No matter what type of business you run, you can’t do it successfully without having a handle on your cash flow. At least not for very long. One of the troublesome parts of dealing with balance sheets and working capital is that expenses are unpredictable, especially if your organization is in a growth phase. Your day-to-day expenses don’t occur evenly, and even if they did, bills don’t come in or come due at even increments.

Product project management: How to ensure your agency delivers for early-stage founders

The shift toward product-focused business models has sparked a major demand for product project management within agencies. And in fact, Gartner projects that 40% of large enterprises are moving toward product-centric delivery to drive innovation and commercialization. Agencies working with early-stage founders (where every penny and second counts) need a more adaptable and fluid approach that balances product vision and startup agility.

Standardizing your product management workflow for superior project outcomes

Computing pioneer Alan Kay once said, “The best way to predict the future is to invent it.” As an agency in charge of developing, launching, and marketing new products, each new product development process is an opportunity for you to mold the future. It’s also a process where a lot can potentially go wrong.

How product leads leverage the sprint cycle to meet client deadlines

Deadlines are much like taxes — inevitable, stressful, and often dreaded. You may be all too familiar with the feeling of scrambling to meet client deadlines, working long hours, and drinking one too many cups of coffee. But missed deadlines can damage your agency’s reputation, affect future business, and ultimately impact your bottom line. Yet, despite the high stakes, it’s common for project teams to struggle with keeping track of tasks, managing priorities, and meeting deadlines.

How to Define Your Agency's Niche w/ Mike & Gaby Grinberg

When you find yourself spread thin across multiple services and client needs, it’s time to ask yourself—is niching down the right choice for your business? Mike & Gaby Grinberg, dual founders of Proofpoint Marketing, join the podcast to talk about finding their niche in the face of the pandemic and how their business has flourished in the aftermath. They discuss the importance of building a strategic narrative around your core business beliefs, and how to use that narrative to drive both growth and client connection.